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Congress Asset Management’s First Watch Restaurant Group FWRG Stock Holding History

Congress Asset Management’s Portfolio FWRG Stock Details FWRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-140,997
Closed -$1.48M – 392
2026
Q1 		$1.48M Buy
+140,997
New +$2.04M 0.01% 322

Other funds holding FWRG

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Congress Asset Management's FWRG Position: Q2 2026 in Review

Congress Asset Management sold out of First Watch Restaurant Group (FWRG) in Q2 2026, closing a stake of 140,997 shares — an estimated $1.48M sold.

Congress Asset Management first reported a position in FWRG in Q1 2026 and held it in 1 quarter. The position peaked at $1.48M in Q1 2026. 10 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Congress Asset Management reported no remaining First Watch Restaurant Group position as of Q2 2026 after selling out during the quarter.
  • Congress Asset Management sold 140,997 First Watch Restaurant Group shares in Q2 2026, an estimated $1.48M.
  • Congress Asset Management first reported a position in First Watch Restaurant Group in Q1 2026 and held it in 1 quarter.
  • Congress Asset Management's First Watch Restaurant Group position peaked at $1.48M in Q1 2026.
  • 10 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.